WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.5M
3
+$9.99M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.83M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.76M

Top Sells

1
+$5.97M
2
+$4.75M
3
+$4.45M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.42M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.98M

Sector Composition

1 Technology 9.91%
2 Financials 6.05%
3 Healthcare 5.35%
4 Industrials 3.46%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$6K ﹤0.01%
50
+4
1677
$6K ﹤0.01%
+500
1678
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180
1679
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381
-2
1680
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+114
1681
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104
-11
1682
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565
-41
1683
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188
-57
1684
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250
1685
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216
-19
1686
$6K ﹤0.01%
396
+249
1687
$6K ﹤0.01%
119
-193
1688
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65
+6
1689
$6K ﹤0.01%
49
+23
1690
$6K ﹤0.01%
173
1691
$6K ﹤0.01%
1,240
+40
1692
$6K ﹤0.01%
397
+45
1693
$6K ﹤0.01%
3,608
+92
1694
$6K ﹤0.01%
471
-1,687
1695
$6K ﹤0.01%
115
-1
1696
$6K ﹤0.01%
180
-797
1697
$6K ﹤0.01%
188
-458
1698
$6K ﹤0.01%
+28
1699
$6K ﹤0.01%
142
+113
1700
$6K ﹤0.01%
49
+19
66 67
68
69 70